Simply Bitcoin Forget Blackrock: NEW multi trillion dollar bank just went all in!! | EP 1412
Jan 6, 2026
Kent Halliburton, a Bitcoin mining entrepreneur and founder of SaaS Mining, dives into the exciting world of institutional Bitcoin adoption. They discuss a new major bank entering the Bitcoin space, signaling a shift in institutional accumulation. Kent explains how pricing Bitcoin in gold can reveal market trends and emphasizes the importance of self-custody for investors. The conversation also covers mining as a budgeting strategy, energy cost averaging, and the ongoing competition between AI and Bitcoin mining, wrapping with insights into the future of hash rates.
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ETF Inflows Signal Institutional Frenzy
- Bitcoin ETFs started 2026 with massive inflows that signal renewed institutional demand.
- This pace could scale to an annualized $115B if sustained, drastically increasing buy pressure.
Major Bank Files For Proprietary Spot ETF
- Morgan Stanley filed to launch a spot Bitcoin ETF that would hold Bitcoin directly and offer in-kind redemptions.
- A major bank issuing its own spot ETF marks a shift from distributing third-party crypto products to proprietary accumulation.
In-Kind Redemptions Reduce Paper Bitcoin
- In-kind redemptions let authorized participants create or redeem ETF shares with actual Bitcoin, reducing paper-Bitcoin mechanics.
- Competition among banks will push ETFs toward holding spot Bitcoin and absorbing more supply.
